Investment Philosophy


Changes to the Allocation

PTS adheres to a disciplined, pro-active management approach. Our proprietary signal is derived from both technical market analysis and fundamental economic analysis. This distinctive combination is designed to filter out market static, taking
advantage of long-term up-markets while helping to protect from long-term down-markets. Our fundamental research and analysis includes the interest rate cycle, corporate earnings, commodity prices, P/E ratios, labor market and GNP. Our technical analysis includes trend, sentiment, momentum and breadth. No single indicator will provide much guidance. However, once all the pieces of the puzzle are collected, analyzed and arranged correctly, a solid perspective is usually formed providing insight into investment risks and opportunities.